10/22/2018
Goldman moves digital bank to wealth unit
Marcus, which makes personal loans online, will be pitched to the wealth management division's clients
Wealth and Asset Management
10/19/2018
Raymond James reveals expansion plans
She said promoting female wealth managers will help to grow the Raymond James business in the UK as many women may feel more comfortable discussing financial planning with a female adviser.
10/19/2018
Rathbones director opens Raymond James’ 60th branch
He then joined James Brearley in 2006 as a branch manager.
10/19/2018
Julius Baer eyes acquisitions in Middle East and Africa as part of growth plans
The Swiss private bank says there’s clear evidence of wealth creation and growth in the region
10/19/2018
Coutts partners with fintech firm Mortgage Brain
This is an exciting next step for us in working more effectively with our intermediary partners
10/19/2018
Bank Vontobel buys Lombard Odier business in North America
Under the deal Lombard Odier will sell its existing discretionary and advisory wealth management business with U.S-based clients through an asset transfer to Vontobel.
10/19/2018
Former MI6 man tops the bill as Guernsey takes its private wealth message to London
The security theme will resonate with keynote speaker Sir John Sawers, former Chief of the Secret Intelligence Service MI6.
10/19/2018
Client demand prompted Rathbone fund launch
Financial returns and investing responsibly are not mutually exclusive, Rathbones’ David Harrison has said.
10/18/2018
Wealth managers eye massive long-term opportunity in impact investing
Younger ultra-high net worth Asian investors are reinventing the traditional cheque writing charity-giving of past generations towards a ‘profits with purpose’ form of investing
10/18/2018
Lok Yim: «Targeting $88 Billion in Assets under Management»
Our revenue growth has been strong and we have put in some cost efficiencies.
10/18/2018
UBP’s Aman Dhingra and his Take on the Future of Private Banking Advisory in Asia
The cathartic element of change, Dhingra argues, has been regulation.
10/18/2018
HSBC Partners with Marstone for Digital Client Engagement, Broadening Its Audience and Easing Access to Wealth Management
The partnership begins piloting later this month and is fully integrated with HSBC’s custodian, Pershing, a Bank of New York-Mellon Company.
10/18/2018
CAPTRUST Adds This $1.4 Billion Wealth Management Practice
FCE Group was drawn to CAPTRUST’s client-focused culture, growth record and independence, Sloan and Schwartz say in the press release.
10/18/2018
Secure Trust Bank & Arbuthnot Banking Make Progress In Third Quarter
The lender did, however, warn of the ongoing "uncertainty" surrounding the Brexit leading the bank to continue to be "selective" in respect to new lending activities.
10/18/2018
Pictet: «Poaching Isn't Our Style»
Collardi is expected to kickstart the Genevan bank's business with wealthy clients, which means de Planta had to address the private banking arm in an interview with Swiss publication
10/18/2018
Tatton's AUM edges closer to £6 billion mark
The firm’s IFA support services arm Paradigm Partners signed up an additional 14 companies, reaching a total of 382 over the period.
10/18/2018
SGG Group Voted Best Fund Administrator in Africa for Private Equity for 2018
The judging panel consists of experienced professionals who have a good knowledge of the fund industry in Africa.
10/17/2018
Private banking 'woefully' underused despite rise in HNWIs
A high-net-worth individual was defined as having over $1 million in investible assets.
10/17/2018
Morgan Stanley's wealth management revenue up, adviser headcount down
Third-quarter wealth management revenue was $4.4 billion, even as adviser workforce slipped 1% from last year
10/17/2018
High-Net-Worth Individuals View Real Estate as a Top Wealth Indicator
The latest report from Luxury Portfolio International®, Luxury Real Estate: What Matters Most To Today's Global Elite, shows continued interest in real estate as a wealth builder and deep emotional investment